Arete Wealth Advisors’s Clorox CLX Stock Holding History

Arete Wealth Advisors’s Portfolio CLX Stock Details CLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-6,681	Closed	-$1.06M	–	536
2023 Q2	$1.06M	Buy	6,681 +1,654	+33%	+$267K	0.09%	209
2023 Q1	$795K	Sell	5,027 -225	-4%	-$33.7K	0.06%	258
2022 Q4	$737M	Sell	5,252 -234	-4%	-$33.2K	0.06%	258
2022 Q3	$704K	Buy	5,486 +2,371	+76%	+$342K	0.07%	238
2022 Q2	$439K	Sell	3,115 -247	-7%	-$35.3K	0.04%	271
2022 Q1	$467K	Buy	+3,362	New	+$515K	0.04%	294
2021 Q1	–	Sell	-1,338	Closed	-$269K	–	422
2020 Q4	$269K	Sell	1,338 -742	-36%	-$154K	0.04%	322
2020 Q3	$435K	Sell	2,080 -1,131	-35%	-$252K	0.07%	227
2020 Q2	$704K	Buy	3,211 +2,039	+174%	+$407K	0.12%	183
2020 Q1	$203K	Buy	+1,172	New	+$194K	0.04%	304
2019 Q3	–	Sell	-1,316	Closed	-$201K	–	411
2019 Q2	$201K	Hold	1,316	–	–	0.04%	371
2019 Q1	$211K	Sell	1,316 -110	-8%	-$17.1K	0.04%	348
2018 Q4	$220K	Hold	1,426	–	–	0.05%	318
2018 Q3	$214K	Buy	+1,426	New	+$203K	0.05%	331
2018 Q2	–	Sell	-1,598	Closed	-$213K	–	370
2018 Q1	$213K	Buy	+1,598	New	+$215K	0.07%	294

Other funds holding CLX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stifel Financial

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return